Civic Intelligence

Marselius & Verna Ls Rolfson Charitable Trust

990PF • Fiscal year 2015 • EIN 81-6081306

Jan 01, 2015 to Dec 31, 2015 • Filed on May 23, 2016

Organization Profile
PO Box 1299Polson, MT 59860

(406) 883-8813

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

75th percentile

0.05x

Higher debt load relative to assets than 75% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

95th percentile

0.99x

Higher debt load relative to revenue than 95% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

15th percentile

-29%

Higher net margin than 15% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

77th percentile

$922

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 22.5% of source-year revenue.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

44th percentile

-1.2%

Faster asset growth than 44% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

22nd percentile

-23%

Faster revenue growth than 22% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$81,311

Down $985 (-1.2%) from 2014

Net Assets

Down

$77,255

Down $5,041 (-6.1%) from 2014

Liabilities

Up

$4,056

Up $4,056 from 2014

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin15th percentile

Revenue

Down

$4,095

Down $1,243 (-23%) from 2014

Expenses

Up

$5,269

Up $19 (+0.4%) from 2014

Net Income

Down

-$1,174

Down $1,262 (-1434%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100K$50K$0Assets 2011: $83,757Liabilities 2011: $3,9042011Assets 2012: $82,279Liabilities 2012: $0Net Assets 2012: $82,2792012Assets 2013: $82,385Liabilities 2013: $0Net Assets 2013: $82,3852013Assets 2014: $82,296Liabilities 2014: $0Net Assets 2014: $82,2962014Assets 2015: $81,311Liabilities 2015: $4,056Net Assets 2015: $77,2552015Assets 2018: $69,361Liabilities 2018: $0Net Assets 2018: $69,3612018Assets 2019: $69,785Liabilities 2019: $0Net Assets 2019: $69,7852019Assets 2020: $67,423Liabilities 2020: $0Net Assets 2020: $67,4232020Assets 2021: $69,026Liabilities 2021: $0Net Assets 2021: $69,0262021Assets 2022: $66,741Liabilities 2022: $0Net Assets 2022: $66,7412022Assets 2023: $62,237Liabilities 2023: $0Net Assets 2023: $62,2372023Assets 2024: $63,458Liabilities 2024: $0Net Assets 2024: $63,4582024

Highlighted filing

2015

Assets$81,311
Liabilities$4,056
Net Assets$77,255
Open 2015 Filing

Operations Trend

Revenue Growth22nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10K$5.0K$0-$5.0KRevenue 2011: $2,618Expenses 2011: $5,112Net Income 2011: -$2,4942011Expenses 2012: $1,2632012Revenue 2013: $6,609Expenses 2013: $6,500Net Income 2013: $1092013Revenue 2014: $5,338Expenses 2014: $5,250Net Income 2014: $882014Revenue 2015: $4,095Expenses 2015: $5,269Net Income 2015: -$1,1742015Revenue 2018: $3,378Expenses 2018: $6,854Net Income 2018: -$3,4762018Revenue 2019: $3,965Expenses 2019: $3,513Net Income 2019: $4522019Revenue 2020: $2,237Expenses 2020: $4,652Net Income 2020: -$2,4152020Revenue 2021: $7,635Expenses 2021: $6,025Net Income 2021: $1,6102021Revenue 2022: $151Expenses 2022: $2,434Net Income 2022: -$2,2832022Revenue 2023: $5,296Expenses 2023: $9,779Net Income 2023: -$4,4832023Revenue 2024: $6,694Expenses 2024: $5,469Net Income 2024: $1,2252024

Highlighted filing

2015

Revenue$4,095
Expenses$5,269
Net Income-$1,174
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 23, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST INTERSTATE WEALTH MANAGETrustee-$922-$922
Filing and Contact Details

Filer

Filer Name
Marselius & Verna Ls Rolfson Charitable
EIN
81-6081306
Phone
4068838813
Address
PO BOX 1299, POLSON, MT 59860

Signing Officer

Name
Kirk Fulford
Title
Treasurer
Signed
2016-05-23
Discuss with paid preparer
Yes

Preparer

Firm
Gage Accounting Pc
Address
405 1st St W, Polson, MT 59860
Preparer
Patricia Devries CPA
Phone
4068834368
Raw XML Appendix277 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd059860
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd159860
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd259860
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04056
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt04056
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03921
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04056
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03921
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04056
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01164
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0128
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TO BALANCE
TaxesSchedule/TaxesDetail/Amt041
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt041
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIRK FULFORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARSELIUS & VERNA LS ROLFSON CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MARS
ReturnHeader/Filer/EIN0816081306
ReturnHeader/Filer/PhoneNum04068838813
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1299
ReturnHeader/Filer/USAddress/CityNm0POLSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059860
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GAGE ACCOUNTING PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0405 1st St W
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Polson
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059860
ReturnHeader/PreparerPersonGrp/PhoneNum04068834368
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patricia Devries CPA
ReturnHeader/ReturnTs02016-05-23T09:00:04-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$81,311
Liabilities
$4,056
Net assets
$77,255
Revenue
$4,095
Expenses
$5,269
Net income
-$1,174
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$63.5$0.00$63.5$6.69$5.47$1.23
2023Detailed filing. Detailed filing data is available for this year.$62.2$0.00$62.2$5.30$9.78$4.48
2022Detailed filing. Detailed filing data is available for this year.$66.7$0.00$66.7$0.15$2.43$2.28
2021Detailed filing. Detailed filing data is available for this year.$69.0$0.00$69.0$7.64$6.03$1.61
2020Detailed filing. Detailed filing data is available for this year.$67.4$0.00$67.4$2.24$4.65$2.42
2019Detailed filing. Detailed filing data is available for this year.$69.8$0.00$69.8$3.97$3.51$0.45
2018Detailed filing. Detailed filing data is available for this year.$69.4$0.00$69.4$3.38$6.85$3.48
2015Detailed filing. Detailed filing data is available for this year.$81.3$4.06$77.3$4.10$5.27$1.17
2014Detailed filing. Detailed filing data is available for this year.$82.3$0.00$82.3$5.34$5.25$0.09
2013Detailed filing. Detailed filing data is available for this year.$82.4$0.00$82.4$6.61$6.50$0.11
2012Detailed filing. Detailed filing data is available for this year.$82.3$0.00$82.3$1.26
2011Summary only. Only limited summary data is available for this year.$83.8$3.90$2.62$5.11$2.49